Accounting integrations
Connect invoicing providers and control when invoices and pro-formas are issued.
Settings → Accounting integrations connects your workspace to an external invoicing provider (where enabled for your plan) and defines when accounting documents are created from charges and payments.
Accounting integrations are part of Growth and Scale. On Starter the tab appears locked.
Enable the integration
- Open Settings → Accounting integrations.
- Choose a Provider from the list.
- Turn on Enable integration.
- Save.
Until the integration is enabled, accounting options stay hidden on transactions.
Automation defaults
When enabled, configure:
| Option | Meaning |
|---|---|
| Issue invoice on charge creation | Create an invoice when a charge is raised |
| Issue invoice on payment completion | Create an invoice when payment succeeds |
| Issue pro-forma on charge creation | Create a pro-forma document when a charge is raised |
| Partial payment note | Default note text on partial payments |
Only one of the invoice-on-charge and invoice-on-payment paths is typically active — the UI guides compatible combinations.
Credentials and provider setup
Provider API keys and company linkage are configured outside the day-to-day tenant UI or through ServEase onboarding. If your provider row is empty or save fails, contact ServEase Support.
Day-to-day use
After setup, staff can issue or sync documents from Transactions and booking payment flows where accounting actions appear. Exact buttons depend on provider and plan.